June 25, 2012
Document Management at its Best – Free CPE Webcast
Earn 1 hour of free CPE during webcast on document management.
June 15, 2012
nGenx Partners with SmartVault to Deliver Cloud-Based Document Storage Solution to Customers
nGenx and SmartVault Partnership
June 13, 2012
Expert or Guru? Bill.com Introduces Certification Program
Bill.com has rolled out a new certification program for accounting professionals and firms who use the Bill.com solution to help their clients. The new certification program gives them the opportunity to brand their practices as a Bill.com "Expert" or "Guru," acknowledging their ability to pass along benefits to clients via cloud-based accounting practices.
June 1, 2012
SmartVault and Shoeboxed Partner for a Zero Data Entry Solution
SmartVault and Shoeboxed partner to create a paperless workflow that requires zero data entry.
May 30, 2012
AICPA Offers New Mobile App and Enhanced Store
The AICPA recently launched a new interactive CPA Exam Aid for iOS and Android devices and optimized its online store for browsing and ordering using smartphones.
May 28, 2012
Are You Protecting Client Data When Sending Files Over the Internet?
Column: Small Business Tech Advisor
May 28, 2012
Apps To Help Manage Your Practice, Your Travel and Your Caffeine
Column: Monthly Micro Apps
May 28, 2012
Tips for a Firm’s Digital Strategy
Choosing the right digital strategy can improve your bottom line.
May 28, 2012
Are You Ready for BYOD?
The growing trend of employees bringing their own mobile devices into the workplace is referred to as BYOD (Bring Your Own Device) or the consumerization of IT and is one that deserves your attention.
May 28, 2012
2012 Review of SmartVault Corporation — SmartVault
SmartVault Corporation — SmartVault866-674-6785www.smartvault.com Best Firm Fit SmartVault (SV) has established itself as a leading online file storage solution for accounting and tax professionals. If your primary objective is to have a secure, online file sharing solution to exchange files back and forth with your clients, SmartVault will serve you well. The system includes...…
May 28, 2012
2012 Review of Office Tools Professional — Practice Management 2012
Office Tools Professional — Practice Management 2012661-951-9200www.officetoolspro.com Best Firm Fit Office Tools Professional (OTP) Practice Management 2012 is best suited for small and mid-sized firms who want to have a single point of entry to manage all of their client interactions, correspondence and files. This system has been deployed in in firms from 2-80...…
May 28, 2012
2012 Review of Intuit — Lacerte & ProSeries DMS
Intuit — Lacerte & ProSeries DMS800-765-7777Lacerte.intuit.com, Proseries.intuit.com Best Firm Fit: The primary value of these two document storage systems is based in their direct integration with the ProSeries and Lacerte tax preparation software applications. If you’re a tax practitioner using either of these programs, or are considering a switch to them, the integrated DMS...…